IRA training presented in partnership with Ascensus
Trust beneficiary questions are one of the most common topics that come into our consulting lines. Trusts can be used for many reasons, such as estate planning, avoiding probate and maintaining control over assets. As such, designating a trust as an IRA beneficiary has become a popular estate planning strategy. During this course we'll review current guidance for distributing IRA assets to a trust beneficiary. We also cover compliance concerns that are frequently encountered, and the risks financial organizations should be aware of in this legal grey-area.
To register for this webinar, please follow these simple steps:
- Click "Register for 2024 Webinars" and choose your price point
- Complete the "Personal Information" form, using "00000" as your Organization Number
- Select the webinars you'd like to attend
- Please note that webinar times are listed as CST on the Ascensus website.
- Enter the exclusive DISCOUNT CODE 'CCUA10' when completing payment to enjoy 10% off of your purchase
